BAT really has everything in place to capitalise now. Now the macro factors are lining up and it's time to execute. The Gippsland Prospecting part of the company should be dealing with the Vic assets and the rest all in on getting the Graphite project going. A good sign is the recent tweet from David Flanagan saying they are working to get financing for the project, but expecting some updates soon. IMO if/when finance is achieved we are around 10+c. Market right now isn't that aware of all the offtakes already in place since they were announced/completed back in 2018.
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